How can I add users in ApprovalMax? (Stand-alone)
This is how you add users in ApprovalMax:
- Go to the main menu, select your Organisation and open Users page under "Workflows and Settings".
- Click on the
button and type in the user’s email address.
You can enter multiple email addresses; separated by a comma, semicolon, or whitespace. Check below how to add users in bulk. - Then click on the
button. When all users are listed, click on "NEXT".
- In the dialogue window, specify whether you want to invite users right away or not.
- To send the invitation, select "Invite the users by email right away" and click on “FINISH”.
- Once the invitation has been sent, the status is Pending.
You can resend the invitation by clicking on “Invite again” or “Off-board user” respectively.
- When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person (assign appropriate role/ set up approval workflow).
This is how you add users in bulk:
Adding a large number of users in one go is easy:
Adding a large number of users in one go is easy:
- Go to the main menu, select your Organisation and open Users page under "Workflows and Settings".
- Click on the “ADD USER” button.
- Enter the users' email addresses via copy-paste or type in each email address one by one, separated by a space:
- To skip inviting users for the moment, keep the default “Do not invite” and click on “FINISH”.
- To invite these persons and make them active users of the approval workflows, select “Invite the users by email right away”.
Users that were added to ApprovalMax but have not yet been invited are displayed on the Users page with the status Not invited.
Feel free to watch our video tutorial for a walk-through.
Related Articles
Can I bulk add users?
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?Can I bulk add users?
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?Roles in ApprovalMax (Stand-alone)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...How to add a delivery address in Purchase Orders
Delivery addresses are taken from the Xero Organisation's settings, or can be created from Xero Purchase Orders and synced to ApprovalMax. Here is how to create an additional delivery address: Open the Xero Purchase Order creation form and click on ...